Create a capacity assignment override

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read

    • Override the default capacity assignment rules to accommodate changes in the plan within a capacity definition. This allows you to update existing capacity assignments for different time intervals, capacity reservation rules, and recurring patterns without creating a new capacity definition.

    Before you begin

    Role required: wm_admin, wm_manager, and wm_internal_contractor_manager

    About this task

    Consider the following points:
    • The highest ranked override record is considered when there is conflict in the date range.
    • Overrides must not conflict with existing recurrence plans for the same capacity definition.
    • Overrides must adhere to the base recurrence plan of the capacity assignment. For example: if the base recurrence plan is "Monday to Friday," an override for "Saturday" will trigger a validation error.

    Procedure

    1. Navigate to All > Field Service > Capacity Management > Capacity Assignments.
    2. Open the capacity definition.
      1. Select a capacity definition from the list.
      2. Open the capacity assignment of a group by clicking the Effective from date link for a capacity definition group.
        For example, click the Effective from date link in the row of NorCal Technicians group.
    3. In the Capacity Assignment Overrides related list, click New.
    4. On the form, fill the fields.
      Table 1. Capacity Assignment Override
      Field Description
      Effective from Date from which the capacity assignment should be applied.
      Effective to Automatically populated based on the value in the Repeat For field.
      Recurrence Select any existing recurrence plan. Recurrence plans can be customized for specific territories, groups, or tasks. This plan defines how often a capacity assignment repeats. It helps create a regular schedule for task allocation. For example:
      • Assign tasks every weekday (Monday to Friday)
      • Allocate installation type tasks every weekend (Saturday and Sunday)
      • Set up capacity for the first Monday of every month
      Override by Select the type of override. For example, capacity reservation, capacity value, or capacity definition.
      Repeat for Number of days, weeks, months, or years the override will remain active. Recurrence frequency is taken into account while assigning workloads.
      Capacity Reservation Name of the capacity reservation to be overridden.
      Overridden capacity value Number of hours or tasks to override in the existing capacity assignment. This value is determined by the selected frequency in the capacity definition.
      Apply for all buckets Enable this option to override capacity assignment rules for all capacity buckets within the selected capacity definition.
      Applicable to bucket Specify the name of the capacity bucket where the override rule will apply.
      Rank Determines the sequence to pick. The highest ranked override record of the given day is preferred.
    5. Click Submit.

    Result

    The capacity assignment override record is created and applied to the selected capacity definition or buckets of selected capacity definition.